Category: Summit Financial Planning Alerts & Articles

LeRoy Wealth Management Group is a DBA of Summit Financial, LLC.  Investment advisory and financial planning services offered through Summit Financial, LLC an SEC Registered Investment Adviser.  Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Wood Blvd., Albany NY 12211 (“PKS”).  PKS and Summit Financial, LLC are not affiliated companies.